No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Very satisfied with Simon’s direction and advice.
Pleasant to deal with and seems to have our best interests at heart.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!
My investment did well, even in difficult world-wide conditions.
Any questions I have are only a phone call or email and reply the same day…very happy with the way my money is growing.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Kath, my financial advisor provided excellent advice for my current situation.
Answers all my questions in a language that i understand.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.